personal banking advisor

Emirates NBD

<div>
 
 About ENBD
 
 
 
 
 JOB DESCRIPTION
 
 
 
 Emirates NBD is a market leader across the MENAT (Middle East, North Africa and T&uuml;rkiye) region with a presence in 13 countries, serving over 9 million customers. Emirates NBD is the leading financial services brand in the UAE with a Brand value of approximately USD 4 billion. We serve our customers and help them realise their financial objectives through a range of banking products and services including retail banking, corporate &amp; institutional banking, Islamic banking, investment banking, private banking, asset management, global markets and treasury, and brokerage operations. We are a key participant in the global digital banking industry, with 97% of all financial transactions and requests conducted outside of our branches. We also operate Liv, the lifestyle digital bank by Emirates NBD. With over half a million users, it continues to be the fastest-growing digital bank in the region.
 
 
 
 Job Overview:
 
 
 
 As a Personal Banking Advisor (PBA) at Emirates NBD, your role is to offer customers financial guidance, advising on suitable products and services, and assisting with their banking needs. You should provide customers with information on financial products and services and explore opportunities for cross-selling during customer interactions. You should combine meeting financial targets with providing excellent customer service to achieve your customers&rsquo; financial goals.
 
 
 
 Key Responsibilities:
 
 
 
 <ul>
 <li>
 Sales Targets: Achieve individual sales targets and contribute to branch sales goals including loans, credit cards, CASA, and Liabilities
 </li>
 <li>
 Business Growth: Identify opportunities for new payroll company and customer acquisition.
 </li>
 <li>
 Cross sell other products to customers to increase the bank&rsquo;s market share.
 </li>
 <li>
 Participate in customer acquisition events and campaigns.
 </li>
 <li>
 Build and maintain strong relationships with new and existing clients.
 </li>
 <li>
 Ensure all activities comply with internal bank policies, regulatory requirements, and industry standards.
 </li>
 <li>
 Maintain accurate records and documentation.
 </li>
 <li>
 Participate in compliance training and audits.
 </li>
 <li>
 Maintain up-to-date knowledge of personal banking products.
 </li>
 <li>
 Provide expert advice on product features, benefits, and suitability.
 </li>
 <li>
 Conduct training sessions for customers and internal teams on product offerings.
 
 
 </li>
 </ul>
 
 Skills And Experience
 
 
 
 <ul>
 <li>
 Education: Bachelor&rsquo;s degree in business administration, Finance, or a related field.
 </li>
 <li>
 Knowledge: Strong knowledge of personal banking products and services
 </li>
 <li>
 Communication: High level of interpersonal skill. Excellent spoken and written English. Arabic is a distinct advantage but not a requirement.
 
 
 </li>
 </ul>
 
 There&rsquo;s never been a better time to join Emirates NBD.
 
 
 
 We&rsquo;re one of the region&rsquo;s most recognizable brands. We&rsquo;re banking innovation leaders. We&rsquo;re growing across both the UAE and our global offices. We offer a huge range of professional development opportunities to accelerate your career. It also goes without saying that we provide extremely competitive rewards, benefits and perks too, like our flexible work policy so you can work from home whenever it suits.
 
 
 At ENBD, we encourage interested candidates to review the key responsibilities and qualifications for each role and apply for positions that match their skills and capabilities.
</div>

Personal Banking Advisor - Dubai

BMO Financial Group

N82 W15415 Appleton Avenue Menomonee Falls Wisconsin,53051
 
<div>Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.<ul><li>
Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.</li><li>
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.</li><li>
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.</li><li>
Meets customer transaction-based needs with seamless execution.</li><li>
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.</li><li>
Contributes to meeting branch business results and the customer experience.</li><li>
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).</li><li>
Acts as a key member of a collaborative and versatile branch and market team.</li><li>
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.</li><li>
Organizes work information to ensure accuracy and completeness.</li><li>
Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.</li><li>
Looks for ways to contribute to the ongoing improvement of the overall customer experience.</li><li>
Contributes to business results and the overall experience delivered.</li><li>
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.</li><li>
Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.</li><li>
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.</li><li>
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.</li><li>
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.</li><li>
Complies with legal and regulatory requirements for the jurisdiction.</li><li>
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.</li><li>
Completes complex &amp; diverse tasks within given rules/limits.</li><li>
Analyzes issues and determines next steps; escalates as required.</li><li>
Broader work or accountabilities may be assigned as needed.</li></ul>
Qualifications:<ul><li>
Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.</li><li>
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.</li><li>
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.</li><li>
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.</li><li>
Basic knowledge of specialized sales and business banking solutions to refer to specialists.</li><li>
Passionate commitment to helping customers.</li><li>
Drive to deliver a personal customer experience.</li><li>
A focus on results and the ability to thrive in a consultative sales and team-based environment.</li><li>
Resourceful self-starter with courage and confidence to approach customers.</li><li>
Readiness to collaborate and work in different capacities as part of a team.</li><li>
Strong interpersonal skills, including the ability to build rapport and connections with customers.</li><li>
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.</li><li>
Basic specialized knowledge.</li><li>
Verbal &amp; written communication skills - Good.</li><li>
Organization skills - Good.</li><li>
Collaboration &amp; team skills - Good.</li><li>
Analytical and problem solving skills - Good.</li></ul>
Salary:
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

Associate Banker

Vistas Global

Job SummaryThe Banking Sales Executive is responsible for promoting and selling the bank&rsquo;s financial products and services, building strong customer relationships, and achieving sales targets. The role focuses on understanding customer needs, providing suitable banking solutions, and ensuring high levels of customer satisfaction while complying with banking regulations.Key Responsibilities<ul><li>Promote and sell banking products such as savings and current accounts, loans, credit cards, insurance, and investment products</li><li>Identify and approach potential customers through referrals, walk-ins, calls, and outreach activities</li><li>Understand customer financial needs and recommend appropriate banking solutions</li><li>Achieve individual and team sales targets on a monthly and quarterly basis</li><li>Build and maintain long-term relationships with new and existing customers</li><li>Explain product features, benefits, terms, and conditions clearly and accurately</li><li>Ensure all sales activities comply with bank policies and regulatory requirements</li><li>Maintain accurate customer records and sales reports</li><li>Handle basic customer inquiries and coordinate with internal teams for service delivery</li></ul>Qualifications &amp; Skills<ul><li>Bachelor&rsquo;s degree in Business, Finance, Economics, or a related field (preferred)</li><li>Previous experience in sales, banking, or financial services is an advantage</li><li>Strong communication and interpersonal skills</li><li>Customer-focused with a persuasive and confident approach</li><li>Ability to meet sales targets and work under pressure</li><li>Basic knowledge of banking products and financial concepts</li><li>Good organizational and time-management skills</li><li>Proficiency in MS Office and basic banking systems</li></ul>Job Type: Full-timePay: QAR7,000.00 - QAR10,000.00 per monthApplication Question(s):<ul><li>Do you agree with the salary bracket provided (7,000 QAR - 10,000 QAR)?</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>Banking or Banking Sales: 2 years (Required)</li></ul>Language:<ul><li>Arabic (Required)</li></ul>

Personal Banking

Emirates Islamic

<div>Job Responsibility:
The incumbent will be responsible for:
<ul><li>Work closely with a group of Relationship Managers to Manage and promote investment and Takaful product s (primary function)
</li><li>Manage alongside the Relationship Managers, client profiling, sales process for investment, and Takaful products
</li><li>Training of Relationship Managers on selling and portfolio management for investments and Takaful
</li><li>Liaise with internal stake holders, product providers and various other parties to ensure smooth processing of sales and prompt reply to client enquiries
</li><li>Provide support during initiatives aimed to cross-sell initiatives to increase investment, and Takaful product penetrations with in Priority Banking
</li></ul>1. Investment Products revenue growth and penetration increase
<ul><li>Drive initiatives to increase investment revenues and penetration in priority banking customers
</li><li>Manage and meet customers and develop investment proposals for large customers through profiling and model portfolios
</li></ul>2. Takaful Products revenue growth and penetration increase
<ul><li>Drive initiatives to increase Takaful revenues and penetration in priority banking customers
</li><li>Manage and meet customers and develop Takaful proposals for large customers through profiling and model portfolios
</li></ul>3. Training of RMs and on-job coaching
<ul><li>Train all the RMs on investment and Takaful products
</li><li>On the job coaching of RMs for investments and Takaful products
</li></ul>4. Compliance and Prevention of Miss-selling
<ul><li>Ensure compliance to mentioned polices during investment and Takaful sales process and ensure minimal miss-selling
</li><li>Training of RMs on compliance and risks
</li><li>Ensure monitoring when required
</li></ul>5. Efficient team oversight and development
<ul><li>Oversee team activity, Drive revenue, ensure highest quality standards are maintained
 </li><li>Allocate sub-targets and assist segment to achieve their budgets
</li><li>Ensure continuous professional (hard and soft skill) development of team members
</li></ul>6.Product and platform development
<ul><li>Work closely with product team and various other stake holders to ensure smooth delivery of investment products
</li><li>Provide feedback to enhance platform through launch of profiling tools and build up on investment product list and plat
</li></ul>Job Skills &amp; Qualifications:
<ul><li>Bachelor&rsquo;s degree in Finance
</li><li>CFA certification
</li><li>CISI Certification / Other Certifications
</li><li>5+ years of similar experience in other banks or wealth management institutions
</li><li>Experience as wealth manager for at least 3 years
</li><li>Experience in investment product management of at least 3 years
</li><li>Experience across a wide range of Banking areas, e.g. Retail, wealth management, SME
</li></ul>What we offer you:
<ul><li>Competitive salary package
</li><li>Strong emphasis on work-life balance and wellbeing across the bank
</li><li>World-class Learning &amp; Development platform and career development
</li><li>Generous annual leave entitlement and Private Healthcare
</li><li>Preferential banking facilities for employees</li></ul></div>

Investment Advisor - Priority Banking

Ocean Management Services (Pvt) Ltd

Position: Personal Accountant Location: Clifton, KarachiWe are looking for a reliable &amp; trustworthy Personal Accountant with proven expertise in Accounts, Finance, and Taxation.Key Requirements:<ul><li>Proven experience in accounts &amp; finance management</li><li>Strong knowledge of taxation laws, tax filing, and compliance</li><li>Experience in budgeting, expense tracking, and financial reporting</li><li>Ability to manage personal and confidential financial matters</li><li>Proficient in accounting software and MS Excel</li><li>High level of integrity and professionalism</li></ul>What We Offer:<ul><li>Competitive remuneration (based on experience)</li><li>Long-term working opportunity</li><li>Professional and trustworthy working environment</li></ul>Job Type: Full-timePay: Rs80,000.00 - Rs100,000.00 per monthWork Location: In person

Personal Accountant

Banner Bank

Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You'll also present tailored solutions that meet the client's specific financial needs or refer clients to other lines of business as appropriate. <ul><li>Client Relationship Consultant Requirements<li>1 or more years of Client Relationship Consultant experience or similar experience required</li><li>NMLS registration or ability to obtain required</li><li>A passion for providing superior client service</li><li>Ability to analyze client needs and make appropriate recommendations based on financial data</li><li>Effective communication and advisory ability</li></li><li>Our Process:<li>Complete a simple application and answer a few questions</li><li>Take a quick assessment that gives us a little more insight on your work style</li><li>Have a phone interview with the manager or recruiter</li><li>Have an on-site interview with the manager and another key member or two of the team</li><li>Get an offer if it's the right fit for you and Banner</li><li>Start working after a background check and kick-off an amazing career</li></li><li>Compensation & Benefits<li>Targeted starting hourly range (based on experience): $ 18 .00 - $ 25.20/hr </li><li>Incentive potential</li><li>Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life</li><li>Paid vacation time, sick time and 11 company paid holidays</li><li>401k (with up to 4% match)</li><li>Tuition reimbursement </li><li>Get more information at: Employee Benefits Banner Bank </li></li></ul>

Personal Banker

Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You'll also present tailored solutions that meet the client's specific financial needs or refer clients to other lines of business as appropriate. <ul><li>Client Relationship Consultant Requirements<li>1 or more years of Client Relationship Consultant experience or similar experience required</li><li>NMLS registration or ability to obtain required</li><li>A passion for providing superior client service</li><li>Ability to analyze client needs and make appropriate recommendations based on financial data</li><li>Effective communication and advisory ability</li></li><li>Our Process<li>Complete a simple application and answer a few questions</li><li>Take a quick assessment that gives us a little more insight on your work style</li><li>Have a phone interview with the manager or recruiter</li><li>Have an on-site interview with the manager and another key member or two of the team</li><li>Get an offer if it's the right fit for you and Banner</li><li>Start working after a background check and kick-off an amazing career</li></li><li>Compensation & Benefits<li>Targeted starting hourly range (based on experience): $19.56 - $ 27.39/hr </li><li>Incentive potential</li><li>Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life</li><li>Paid vacation time, sick time and 11 company paid holidays</li><li>401k (with up to 4% match)</li><li>Tuition reimbursement </li><li>Get more information at: Employee Benefits Banner Bank </li></li></ul>

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